See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,808 | $142,344-42.5% | $119,609-31.6% | $134,475-39.2% |
| Participation rate | 23.5% | 82.8%-59.3pp | 79.3%-55.7pp | 81.2%-57.7pp |
| Annual return | -25.22% | -12.44%-12.8pp | -14.97%-10.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,297 | $5,222-75.2% | $4,232-69.4% | $4,740-72.6% |
| Participant deferral / active EE | $2,569 | $6,469-60.3% | $5,602-54.1% | $6,400-59.9% |
| Admin fee / account holder | $6,253 | $13,584-54.0% | $10,323-39.4% | $11,426-45.3% |